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WinterGems

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WinterGems
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Top5 Valuation check 1H2025 and rumblings

July 6, 2025, 7:04 p.m.

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The Boring and Bold 15 - 1H 2025

July 1, 2025, 2:31 p.m.

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Dollarama - 1 year later

June 11, 2025, 7:50 p.m.

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A Net Cash - Kikukawa Enterprise 2025 year end results

May 16, 2025, 11:12 a.m.

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The Lucky 8 and 3 new names

May 12, 2025, 5:36 p.m.

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Google by numbers

April 25, 2025, 11:36 p.m.

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LVMH mhmm...

April 15, 2025, 11:58 a.m.

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Free Cash Yield Review of 7 European name

March 25, 2025, 12:27 a.m.

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A timely post! Bombardier - Leading Private Jet Vendor in a Duopoly caught in a Tariff Storm

March 4, 2025, 11:32 a.m.

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WinterGems
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The Dismantling of Amazon Canada and selling Amazon

March 1, 2025, 5:20 p.m.

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HIFS REVISITED (Post Q4 earnings)

Jan. 19, 2025, 6:29 p.m.

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HIFS REVISITED after 3 federal reserve cut

Jan. 12, 2025, 5:25 p.m.

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State of Moat: Wise plc.

Jan. 6, 2025, 12:52 p.m.

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End of 2024 Portfolio

Jan. 2, 2025, 3:09 p.m.

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Scoring table

Dec. 25, 2024, 5:23 p.m.

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Amazon year end review 2023

Dec. 25, 2024, 5:09 p.m.

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The State of Moat: From A to Z - starting with Adyen

Dec. 20, 2024, 5:06 p.m.

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End of 2023 Portfolio

Dec. 9, 2024, 9:49 p.m.

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Kamigumi: Noticeable Large Buybacks

Nov. 16, 2024, 1:56 a.m.

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FLASH update on Celsius Q3 results

Nov. 6, 2024, 10 p.m.

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WinterGems
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Tonnellerie Francois Frères: French Oak Barrels Extravaganza

Oct. 29, 2024, 6:17 p.m.

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1H update on Takeuchi

Oct. 13, 2024, 5:50 p.m.

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Tonnellerie Francois Frères: High moat company at discount: Tonnellerie Francois Frères or TFF group (EPA:TFF) is the #1 manufacturer of wine and alcool barrels (and oak staves), it has a wide moat and trading at a discount to historical valuation

Sept. 30, 2024, 2:23 a.m.

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Takeuchi and the Wolfpack 21!: Takeuchi is the current alpha of the wolfpack 21. Analysing the wolfpack 21 in terms of cash reserve, valuation and growth. Takeuchi is on top!

July 6, 2024, 3:30 a.m.

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Dollarama - The Dominant Dollar Store in Canada: Republishing this post which was originally part of a year end portfolio review

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